Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Gen Digital GEN Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’s Portfolio GEN Stock Details GEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.74M Buy
464,242
+74,798
+19% +$1.73M 0.02% 654
2025
Q4 		$10.6M Buy
389,444
+46,509
+14% +$1.25M 0.02% 598
2025
Q3 		$9.74M Sell
342,935
-25,929
-7% -$775K 0.02% 609
2025
Q2 		$10.8M Sell
368,864
-34,141
-8% -$933K 0.02% 556
2025
Q1 		$10.7M Sell
403,005
-121,703
-23% -$3.33M 0.02% 545
2024
Q4 		$14.4M Buy
+524,708
New +$15.1M 0.03% 450

Other funds holding GEN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's GEN Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Gen Digital (GEN) stake by 19% in Q1 2026, buying an estimated $1.73M and bringing the position to 464,242 shares worth $8.74M. The position accounts for 0.02% of the portfolio, ranked #654.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in GEN in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.4M in Q4 2024. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 464,242 shares of Gen Digital worth $8.74M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 74,798 Gen Digital shares in Q1 2026, an estimated $1.73M.
  • Gen Digital made up 0.02% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #654 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Gen Digital in Q4 2024 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's Gen Digital position peaked at $14.4M in Q4 2024.
  • 669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.